Portal Admin Homepage and Detail Screens Overview

Overview

Portal configuration is managed in Axiom on each Portal’s detail screen. Styling and layout options are controlled by Portal Admins, ensuring that each portal is consistent with school branding. Changes to admins, navigation, screens, and portal styling are covered in this article.

Portal Admin Homepage

On the Portal Admin homepage are listed the available portals, recently updated screens, and links to manage related content, user accounts, and directories.

Find Portals: This section provides summary information and quick access to the each portal.

  • Click Portal ID, Description, or the View Record icon  to go to the Portal Detail screen.

Recently Updated Screens: This section provides summary information and quick access to recently updated screens.

  • Click “Edit…” or “View…” to edit or view a screen.
  • Click the portal name or the View Record icon  to view the portal detail screen.
  • The orange highlight indicates that there are unpublished changes.

Manage Related Content: Click “Find Portals” to search for all portals. The “Manage Content” links provide direct access to related content, such as calendars and News Management.

User Accounts: These are queries are designed to help find accounts not yet on the v.3 (2017) platform and batch update them.

Example: To update all students, parents, or teachers who are the “old” (v. 2) portals platform, click the desired query under “Portals 2,” and then batch update all the records to v. 3 (2017). Read more about batch updating in Axiom.

  • The default platform a user will see is based on security role. To modify the default portal version, use the “Security Roles by Portal Platform” query. Make the desired change and click Update Records.

Directories: Manage each type of directory. Several links are available to configure directories. Read more about directories.

Portal Detail Screens

General Configuration and Navigation

General Tab

The General tab has overall options for the way the particular portal will display. The following are options to note:

In the General area, the “Description” field sets the title of the portal that displays at the top center. The “Home Screen” sets the initial page when logging in.

In the Design area, you can set different visual options. Note that the “Banner Image URL” is a link that you provide to an externally-hosted image. On the right are displayed how many content and component screens are in the portal, and there is a link to view the home screen.

Navigation Tab

The Navigation tab gives access to the highest-level menus in the portal. Choose the Type (one column, two columns, etc.) and order to display them (Sort Key). Click on the “Description” link or the “View Record” icon  to go to the Portal Navigation Category Detail screen.

Portal Navigation Category Detail Screen

The Portal Navigation Category detail screen is where options are configured for each portal menu item. The Description field controls the menu’s name at the top of the portal. At the top of the detail screen, choose several display options, including a custom icon. Select from the following two pages and simply type the name of the icon (e.g., nature_bee or arrows-1_bold-left):

There are several different types of navigation selected in the Navigation Type field:

  • External URL: Link to any URL on your public website, to another portal, or elsewhere.
  • Header: An unlinked header.
  • Divider: Inserts a divider.
  • Screen: A component or content screen that you create in Portals.

You can also specify the column number (if using two columns) and the order to display each item (Sort Key).

Component Screens and Content Screens

Component Screens

Component screens are much more commonly created than content screens. They are the heart of the News & Events portal and are represented by most of the links on the menus. The Component Screens tab displays all screens that have been created, whether they are currently linked from a portal or not. Once it is linked, it is viewable by anyone with membership access to the portal.

Click the “Edit” link to edit a screen, or “View” to preview it. Create a new screen by clicking “New Component Screen.” Component screens are created and edited with the Portal Screen Builder.

Read more about Portal Screen Builder.

Content Screens

Content screens are made by taking a single Composer page and making it one of the News & Events Portal Screens. For instance, one could use a Composer Page to create a list of available resources (forms, links to other web content, etc.) for parents. Portal Admin is required. From the Content Screens tab of the Portal Detail Screen, a Portal Admin can create New Content Screens and edit already existing Content Screens.

From the Content Screens tab, click “New Content Screen” to open Composer and create your content. Read more about using Composer.

Portal Admins and Members

Portal Admins are able to edit information for this portal and are able to create, edit, and delete new screens. They can also grant access to new admins or members. Add and edit them on the Admins tab of the Portal detail screen.

Members of this portal will be able to log in and view the navigation and screens associated with it. They can access the portal, e.g. particular people, all staff, parents, et al. Click “Add Record” to add specific people who should be able to see the work even before the portal launches. Read more about portal membership.